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Insightly + Planning Pod Integrations

Insightly logoPlanning Pod logo
Insightly logoPlanning Pod logo

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Insightly and Planning Pod.

Connect Insightly + Planning Pod in Minutes

It's easy to connect Insightly + Planning Pod and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantDeleted Record

Triggers when a record is deleted.

InstantNew Record

Triggers when a new record is created.

InstantUpdated Field on Record

Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).

InstantUpdated Record

Triggers when a record is updated.

New Appointment

Triggers when a new appointment is created in the calendar.

New Attendee

Triggers when a new attendee is created in an event.

New Contact

Triggers when a new contact is created.

New Contract Signature

Triggers when a contract has been signed.

New Deposit

Triggers when a new deposit is created.

New Form Response

Triggers when a new form response is captured.

How Insightly + Planning Pod Integrations Work

  1. Step 1: Authenticate Insightly + Planning Pod.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect Insightly + Planning Pod

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